2023 Form 5500 filing — Vinebrook Homes, LLC 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918134506NAL0002613155001) for Vinebrook Homes, LLC 401(K) Plan, reported by Vinebrook Homes, LLC under EIN 30-1133969 and plan number 001. It reports 828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,194,281
Participants828
Provider compensation$64K2 Schedule C row(s)$63,978
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918134506NAL0002613155001
Plan sponsor
Vinebrook Homes, LLC
EIN
30-1133969
Plan number
001
Location
Dayton, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$2.1M
Participant$2.7M
Full reported line items
Total assets (EOY)
$11,194,281
Total liabilities (EOY)
$0
Net assets (EOY)
$11,194,281
Employer contributions
$2,056,301
Participant contributions
$2,735,387
Total income / additions
$6,560,058
Benefits paid
$2,258,756
Administrative expenses
$63,978
Total expenses
$2,322,734
Net increase / (decrease)
$4,237,324
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $58K · Indirect $0
  2. 2
    ADVISOR · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918134506NAL0002613155001 cover?
It is the 2023 Form 5500 filing for Vinebrook Homes, LLC 401(K) Plan, reported by Vinebrook Homes, LLC (EIN 30-1133969).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages